Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Intl Divid (SCHY)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Divid (SCHY) during Q1 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR INTL DIVID.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
537+ 1.65% |
$12.8K - $13.3K
|
33.2K
$799K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
522+ 2.4% |
$12.4K - $12.9K
|
22.3K
$536K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$11.9K - $12.3K
|
500
$12K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
499+ 4.15% |
$11.9K - $12.3K
|
12.5K
$302K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
386+ 0.52% |
$9.18K - $9.53K
|
74.6K
$1.8M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
377New |
$8.97K - $9.3K
|
377
$9.08K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
241+ 0.61% |
$5.73K - $5.95K
|
39.9K
$960K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
204+ 8.87% |
$4.85K - $5.03K
|
2.5K
$60.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
174New |
$4.14K - $4.29K
|
174
$4.19K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 0.66% |
$285 - $296
|
1.82K
$43.8K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10+ 0.02% |
$238 - $247
|
42.8K
$1.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.03% |
$166 - $173
|
21.6K
$520K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.96% |
$47.6 - $49.4
|
210
$5.06K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1New |
$23.8 - $24.7
|
1
$24.1
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$23.8 - $24.7
|
1
$24.1
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30- 0.06% |
$713 - $740
|
50.9K
$1.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-222- 1.2% |
$5.28K - $5.48K
|
18.3K
$440K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-300- 2.71% |
$7.13K - $7.4K
|
10.8K
$259K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-660- 5.14% |
$15.7K - $16.3K
|
12.2K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-839- 24.79% |
$20K - $20.7K
|
2.55K
$61.3K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-947- 0.52% |
$22.5K - $23.4K
|
182K
$4.39M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1K- 4.35% |
$23.8K - $24.7K
|
22K
$530K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.17K- 2.03% |
$27.8K - $28.8K
|
56.4K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.32K- 2.43% |
$55.1K - $57.2K
|
93.1K
$2.24M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2.93K- 38.29% |
$69.6K - $72.2K
|
4.71K
$114K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.18K- 20.88% |
$75.7K - $78.6K
|
12.1K
$290K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.44K- 2.79% |
$81.7K - $84.8K
|
120K
$2.88M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.44K- 3.58% |
$81.8K - $84.9K
|
92.6K
$2.23M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-7.5K- 19.67% |
$178K - $185K
|
30.6K
$737K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-10.7K- 48.64% |
$254K - $264K
|
11.3K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.4K- 8.31% |
$271K - $281K
|
126K
$3.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-11.4K- 3.16% |
$272K - $282K
|
350K
$8.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-12.9K- 42.2% |
$307K - $319K
|
17.7K
$426K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-14.7K- 16.66% |
$351K - $364K
|
73.8K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.9K- 1.46% |
$377K - $391K
|
1.07M
$25.7M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.8K- 63.29% |
$494K - $513K
|
12.1K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.8K- 17.66% |
$565K - $586K
|
111K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-25K- 19.98% |
$595K - $617K
|
100K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30.1K- 16.46% |
$715K - $742K
|
153K
$3.67M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44.6K- 23.8% |
$1.06M - $1.1M
|
143K
$3.44M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.6K- 37.53% |
$1.13M - $1.17M
|
79.2K
$1.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-49.8K- 8.82% |
$1.18M - $1.23M
|
515K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-112K- 64.65% |
$2.66M - $2.76M
|
61.1K
$1.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-133K- 42.61% |
$3.17M - $3.29M
|
180K
$4.33M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-196K- 95.43% |
$4.66M - $4.84M
|
9.38K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-608K- 49.69% |
$14.4M - $15M
|
615K
$14.8M
|